Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BRWA
B. Riley Wealth Advisors’s
Invesco Senior Income Trust
VVR
Stock Holding History
B. Riley Wealth Advisors’s Portfolio
VVR Stock Details
VVR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-28,710
Closed
-$99.3K
–
1165
2025
Q3
$99.3K
Hold
28,710
–
–
﹤0.01%
955
2025
Q2
$109K
Buy
+28,710
New
+$104K
0.01%
955
2024
Q4
$154K
Buy
+38,893
New
+$153K
0.01%
1064
2024
Q2
–
Sell
-72,535
Closed
-$284K
–
1615
2024
Q1
$284K
Sell
72,535
-3,250
-4%
-$13.5K
0.01%
1062
2023
Q4
$311K
Buy
75,785
+3,250
+4%
+$13K
0.01%
1037
2023
Q3
$284K
Sell
72,535
-1,250
-2%
-$4.85K
0.01%
1062
2023
Q2
$284K
Sell
73,785
-19,750
-21%
-$73.3K
0.01%
1148
2023
Q1
$344K
Sell
93,535
-2,750
-3%
-$10.7K
0.01%
994
2022
Q4
$369K
Buy
96,285
+40,500
+73%
+$154K
0.01%
931
2022
Q3
$208K
Buy
55,785
+8,999
+19%
+$34.4K
0.01%
1207
2022
Q2
$182K
Buy
46,786
+1,014
+2%
+$4.08K
0.01%
1052
2022
Q1
$195K
Buy
45,772
+250
+0.5%
+$1.08K
0.01%
1222
2021
Q4
$198K
Hold
45,522
–
–
0.01%
1270
2021
Q3
$203K
Sell
45,522
-3,000
-6%
-$13K
0.01%
1244
2021
Q2
$217K
Buy
48,522
+1,486
+3%
+$6.35K
0.01%
1181
2021
Q1
$198K
Buy
47,036
+1,000
+2%
+$4.15K
0.01%
1199
2020
Q4
$184K
Sell
46,036
-77,569
-63%
-$292K
0.01%
939
2020
Q3
$439K
Buy
123,605
+62,000
+101%
+$221K
0.02%
582
2020
Q2
$214K
Buy
61,605
+1,603
+3%
+$5.45K
0.01%
754
2020
Q1
$194K
Buy
+60,002
New
+$238K
0.02%
681
Other funds holding VVR
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
PCM
Penserra Capital Management
Orinda, California
$8.52B AUM
37.76%
1-Year Est. Return
BI
Bramshill Investments
Naples, Florida
$1.16B AUM
0.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
S4W
Solutions 4 Wealth
Southlake, Texas
$66.5M AUM
10.15%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
AAM
Advisors Asset Management
Monument, Colorado
$6.01B AUM
24.74%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close